Exporting data - Using Reports

1. Reports are pre-existing templates for exporting data

Sometimes, you need to export fields from records in a specific format - for instance, printable reports/labels/tags, or CSVs with particular fields.

The reports available to you will depend on your level of access.

In this example, we will print labels for some specimens in Earth Sciences.


2. Retrieve records in the desired module

In this example, we are logged in as a Earth Sciences 3 Group user. We have searched for a few records for which we need labels printed.

Retrieve records in the desired module
3. Open the Report tool
3.1. Click the "Tools" Menu and then "Reports"
Click the "Tools" Menu and then "Reports"
3.2. Or click the notebook with a pen icon on the toolbar
Or click the notebook with a pen icon on the toolbar
4. In the "Reports" window, click on the report template you want to use

If you don't know which template to use, your Collections Manager should be able to help.

Users with Collections Managers and Admin privileges can create report templates.

Note that the template type selected here is "Crystal Reports". This is the software EMu uses to create printable templates.

In the "Reports" window, click on the report template you want to use
5. Click the "Report All" button to print all records

Alternatively, clicking the "Report" button will only print the labels for the records that you have previously selected in the search results.

Click the "Report All" button to print all records
6. The report will be displayed in a popup window
The report will be displayed in a popup window